Initia：Kaito的有希望的投资机会

随着Kaito越来越多的项目，哪个项目具有最佳的物有价值？我的参考维度主要是三个：项目基础，团队成员是否感兴趣以及他们是否在名单上。根据上述考虑，我敢打赌，@Initia是绝对的机会

Kaito is quite satisfying this wave, including NFT, $KAITO + cooperative project airdrops, the overall income exceeds 50,000 U. Although the Yap exchange rate is not as expected, considering that the ambush period is only 2 months and the only cost is time, there is nothing to complain about the rate of return.

Kaito非常满足这一浪潮，包括NFT，$ KAITO +合作项目AIRDROPS，总收入超过50,000 U，尽管YAP汇率不如预期的那样，因为伏击期只有2个月，而唯一的成本是时间，并且时间是时间，而时间却是时间。没有什么可抱怨的回报率。

After the Kaito airdrop, many people thought the drama was over. In fact, the official allocated a portion of chips to the cooperative projects to incentivize the Yapper Leaderboard and Yapper Launchpad users of these projects.

凯特（Kaito）空投后，许多人认为戏剧已经结束。实际上，该官员将一部分筹码分配给了合作项目，以激励Yapper排行榜和Yapper启动板的用户对这些项目进行了激励。

The official has made it clear that it will work with the relevant teams to ensure that these rewards are clearly allocated to end users. In other words, if you have participated in the voting or are on the project list, you will soon receive this part of the airdrop.

该官员明确表示，它将与相关团队合作，以确保这些奖励明确分配给最终用户。换句话说，如果您参加了投票或在项目列表中，您很快就会收到此部分空调。

In addition, Kaito has reserved 7.5% for long-term creator incentives. In the description of this part, the official buried an Easter egg: initially on X, and eventually on other platforms. From this, it can be inferred that Kaito officials are developing new products based on existing resources and data.

此外，Kaito为长期创造者的激励措施保留了7.5％。在此部分的描述中，官员埋葬了复活节彩蛋：最初是在X上，最终在其他平台上。可以推断，凯托官员正在根据现有资源和数据开发新产品。

After reviewing Kaito's operation, I am most satisfied with the following three points:

在审查了Kaito的操作之后，我对以下三点感到最满意：

① From the beginning, I was sure that it was a definite opportunity in 2025, and I kept playing with it (it was a pity that I was lazy during the Spring Festival)

①从一开始，我确定这是2025年的绝对机会，而我一直在玩它（可惜我在春节期间很懒惰）

② It is estimated that the Genesis NFT floor will break through 10E, and the profit before the snapshot will be 100x. We will resolutely take the money and not take the last bite (N projects in the previous pattern suffered heavy losses)

②据估计，Genesis NFT楼层将突破10E，而快照前的利润为100倍。我们将坚决拿钱，而不必咬一口（以前模式中的n个项目遭受了巨大的损失）

③ Predict that the cooperative projects will give airdrops to the list users, and the key projects are all in the top 100 of the list (@StoryProtocol is famous in the full-cycle list but has no airdrops. I still don’t know why it died. This is the biggest regret)

③预测合作项目将向列表用户提供空投，并且关键项目都在列表的前100名中（@StoryProtocol在全循环列表中著名，但没有气滴。我仍然不知道为什么为什么它死了。

So the question is: With more and more projects on Kaito, which one has the best value for money?

因此，问题是：越来越多的Kaito项目，哪个项目具有最佳价值？

My reference dimensions are mainly three: project fundamentals, whether the team members are interested, and whether they are on the list.

我的参考维度主要是三个：项目基础，团队成员是否感兴趣以及他们是否在名单上。

Based on the above considerations, I bet that @initia is a definite opportunity, part of which comes from public information and part from personal observation, and is 100% a reference opinion:

根据上述考虑，我敢打赌，@Initia是一个绝对的机会，其中一部分来自公共信息，部分来自个人观察，是100％的参考意见：

①Binance is a hot topic for unissued coins

①搭配是未发行硬币的热门话题

Initia has raised a total of 24 million US dollars, with well-known institutions such as Binance and Hack VC and many founders of star projects participating in the investment. TGE is expected in March. There is not much time left for us, and market expectations are very high.

Initia总共筹集了2400万美元，拥有Binance和Hack VC等知名机构，以及许多参与投资的Star Projects的创始人。预计TGE将于3月。我们没有太多时间，市场期望很高。

The official testnet activity has already ended, so there is actually no particularly good way to participate now. In addition to going to DC to win a role, brushing the Kaito list may be the most cost-effective.

官方的测试网活动已经结束，因此实际上现在没有特别好的参与方式。除了去DC赢得角色外，刷新Kaito列表可能是最具成本效益的。

②Initia team is obsessed with Kaito

Initia团队痴迷于Kaito

Long before the launch of Kaito, Initia’s official Twitter account and founders @ItsAlwaysZonny @sinitias had flirted with Kaito. Later, Initia launched Kaito, and the team and community members went further and further on the road of Yap.

在凯托（Kaito）启动之前很久，Initia的官方Twitter帐户和创始人@itsalwayszonny @Sinitias与Kaito调情。后来，Initia推出了Kaito，在Yap的道路上，团队和社区成员走得更远。

From this perspective, the Initia team attaches great importance to Kaito and the Yappers on the list. When TGE comes, there is a high probability that a portion of the airdrop will be given to Yappers.

从这个角度来看，Initia团队非常重视Kaito和名单上的Yappers。当TGE到来时，很有可能会向Yappers提供一部分空调。

③ The Initia list is not that competitive

③初始名单不是那么有竞争力

Before Initia launched Kaito, I posted two tweets, and I didn’t deliberately post them afterwards. Although many people have been posting them recently, I am still in the top 100 of the 30D, 3M, 6M, and 12M lists.

在Initia推出Kaito之前，我发布了两条推文，此后我没有故意发布它们。尽管许多人最近一直在发布它们，但我仍然处于30d，3m，6m和12m列表中的前100名。

It can be seen that compared with the king projects such as @monad_xyz @EclipseFND, the Initia list is really not as competitive as imagined.

可以看出，与@monad_xyz @eclipsefnd这样的国王项目相比，Initia列表确实没有想象的那么具体竞争。

Regarding how to get on the project list, I would like to share some of my experience in practice, which may be useful to you:

关于如何进入项目列表，我想分享我在实践中的一些经验，这对您可能很有用：

① Originality > Pseudo-originality

①原创性>伪源性

On the surface, many people have been writing about Initia recently, creating a very confusing situation. In fact, most of the tweets are AI-generated explanatory texts, and some are pieced together in an attempt to get away with it.

从表面上看，许多人最近一直在写关于Initia的文章，造成了一个非常令人困惑的情况。实际上，大多数推文都是AI生成的解释性文本，有些是拼凑的，以试图摆脱它。

What I want to say is that AI is not stupid and can easily check content for plagiarism. The weight of highly original content is significantly higher than that of pseudo-original content. Therefore, output more of your own real thoughts and don't always think about taking shortcuts.

我想说的是，AI并不愚蠢，可以轻松地检查内容是否窃。高度原始内容的重量显着高于伪原始含量。因此，输出更多的真实想法，并不总是考虑采取捷径。

② Expand ecological projects

②扩大生态项目

The Initia testing activity has ended, and many people complained that

初始测试活动已经结束，许多人抱怨说